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Awards
The Fourth WealthBriefingAsia External Asset Management Awards 2025
Thursday - 16th October 2025
Mandarin Oriental, Singapore
5 Raffles Avenue Marina Square, Singapore 039797
Overview
WealthBriefingAsia is excited to announce the launch of the fourth awards program highlighting the importance of External Asset Managers to the wealth management industry in Asia.
The nomination process for the WealthBriefingAsia External Asset Management Awards 2025 is now open culminating in a celebratory gala dinner at The Mandarin Oriental, Singapore on the 16th October 2025. A preview of what to expect on the evening can be seen here.
The categories for entry are focused around these main areas:
- Pan-Asia Categories
- International Categories
- Regionally-Based Categories
- Specialist Pan-Asia Categories (Team/Offering)
- Technology (both in-house and external)
- Other Pan-Asia Categories
- Pan-Asia Leadership Based Categories (Individual)
As is the case for all our global awards programs, independence, integrity, and genuine insight will be the watchwords of the judging process, which as always will be conducted by expert panels drawn from both custodian banks and trusted advisors/consultants to the sector.
Having reported on the wealth management industry for nearly 20 years and being responsible for several research reports specifically covering this area, we are best placed to initiate a process that fairly rewards achievement, top class performance and innovation.
Winning a WealthBriefingAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.
We very much look forward to you joining the process and to welcoming you to celebrate your achievement at the awards presentation in October 2025.
Sponsorship Opportunities and Further Information
For further information on sponsorship opportunities and the awards and submission process please contact rachel.fokes@clearviewpublishing.com
Key Dates
Nominations open – 27th February, 2025
Nominations close – 1st August, 2025
Winners notified of their success – from September, 2025
Public Announcement and Cocktail Reception – 16th October, 2025
Venue
Mandarin Oriental, Singapore
Address: 5 Raffles Avenue Marina Square, Singapore 039797
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Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefingAsia?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A) Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However, it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) Is the process open to firms that are not currently active within the Asia region?
A) The judges will only consider submissions from firms that are demonstrably active in the region. Please see an overview of our global awards programmes here.
Q) How do you ensure that the judging process is independent and impartial?
A) The judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.
Q) Can you assure me that any details that I submit will be treated with confidentiality.
A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-word max limit. Would this disadvantage me?
A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions. Judges reserve the right to refuse to review submissions that do not comply. We also discourage adding attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions, this may result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact rachel.fokes@clearviewpublishing.com.
Judges
WealthBriefing’s global awards program is built on the independence of our judges.
The judges for WealthBriefingAsia’s External Asset Management Awards 2025 are being invited from partners in the custodian banks, technology companies and other service providers. Each judge will have signed an NDA to ensure that all the information they receive in the submissions is kept in the strictest confidence. Further judges will be advised in due course
Trusted Advisors
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Dr. Mario A. Bassi
Senior Advisor
Private Wealth Management
Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.
Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.
He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.
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Emmanuel Guillaume
Head of External Asset Managers, Asia-Pacific
Lombard Odier
Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of
professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC.
Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured
Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP.
Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.
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Hassen Jaufeerally
Senior Relationship Manager
The Mauritius Commercial Bank
Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.
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Anne Liebgott
Founder & Managing Director
AW✚SWITZERLAND
Anne is founder and managing director of the award-winning, Swiss online platform AW✚SWITZERLAND at americanswelcome.swiss. AWS introduces Swiss asset managers registered with the Securities and Exchange Commission in the United States and dedicated to providing Swiss-based wealth management services to US and Canadian citizens, residents, and expats. The platform includes other wealth management-related services as well. In addition, Anne provides US-oriented, digital and traditional marketing, communication, and business development strategies through her agency, Americom.
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Gary Tiernan
CEO
Various
Gary Tiernan has worked in the international finance industry for over three decades. He now runs his own consulting business supporting UHNWIs and families. He is an experienced CEO and CIO in the MFO and EAM areas.
He started his career in investment banking, holding management roles in London and Switzerland. In private banking, he has held several global roles, and multiple senior regional roles in Asia and Europe, and worked extensively with clients internationally. These roles have covered investments, fiduciary and wealth planning, and sales management.
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Bruce Weatherill
Chief Executive
Weatherill Consulting
Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.
About our Sponsors
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Supporting Association Partners
Previous Winners
Overall Pan-Asia Categories (Company)
Assets Between US$ 500 Million – US$ 1 Billion AuM
Mindful Wealth
Assets Between US$ 1 Billion and US$ 5 Billion AuM
Lumen Capital Investors Pte Ltd
Overall Pan-Asia External Asset Manager (Company)
Azimut Investment Management
International Categories (Company)
Servicing Mainland China Based Clients
Fargo Wealth Group
Best EAM in Hong Kong
Annum Capital
Servicing Japanese Clients
TriLake Partners
Servicing European Clients
TriLake Partners
Servicing Taiwanese Clients
Efinity Capital
Servicing Clients From Singapore
Wealth Management Alliance Pte Ltd
Regional Categories (Company)
Best EAM in Hong Kong – Regional
Blackhorn Wealth Management Limited
Based in Singapore
Eightstone Pte. Ltd.
Specialist Pan-Asia Categories (Team)
Legal/Trust
Farro Capital
Investment Advice
Lumen Capital Investors Pte Ltd
Best Portfolio Management in Asia
Crossinvest (Asia)
Wealth Planning
Sunline Wealth Management
Philanthropy Offering
AlTi Tiedemann Global
Fund Selection/Asset Allocation Programme
Taurus Wealth Advisors Pte. Ltd.
Next-Gen Programme
Farro Capital
Family Office Proposition
Wealth Management Alliance Pte Ltd
Thematic Investment Proposition or Strategy
Sunline Wealth Management
Digital Assets Advice or Proposition
SingAlliance Pte Ltd
Pan-Asia External Technology Solution Provider Categories (Company)
Client Lifecycle Management (External)
EasyView
Portfolio Management Solution (External)
Valuefy
Overall Pan-Asia Technology Solution Provider (External)
EasyView
Pan-Asia In-House Technology Categories (Company)
Client Reporting (In-house)
Efinity Capital
Innovative Use of Technology (In-house)
Fargo Wealth Group
Overall Digital Engagement (In-house)
Fargo Wealth Group
Other Pan-Asia Categories (Company)
Diversity Programme
TriLake Partners
Growth Strategy
Efinity Capital
Overall Pan-Asia Client Service
Farro Capital
Pan-Asia Leadership-Based Categories (Individual)
Chief Executive Officer (CEO)
Kenneth Kent Ho – Carret Private Capital Limited
Female Executive
Anthonia HUI – AlTi Tiedemann Global
Thought Leadership
Hrishikesh Unni – Taurus Wealth Advisors Pte. Ltd.
Rising Star Under 40
Jackson Ng – Azimut Investment Management
Leading Individual
Regan Shum – Annum Capital
Categories
1. Register here for the WealthBriefingAsia EAM Awards 2025.
2. Fill out your details and select the categories you would like to enter.
3. Once you submit the form, you will receive a confirmation with a downloadable nomination form.
- Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme).
- Answer the questions on the form (not exceeding the total word count of 1000).
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples).
4. Send the nomination form(s) to jenna.maybery@clearviewpublishing.com and georgia.fitzpatrick@clearviewpublishing.com (Submission deadline is 1st August 2025).
5. Winners and commended firms and individuals will be notified in September 2025 and will be offered marketing packages and tickets for the Awards Ceremony on 16th October 2025.
6. Winners will be announced at the ceremony on 16th October 2025 and in WealthBriefingAsia editorial, website and social media channels on the 17th October 2025. Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers, it is expected that winners will have a financial obligation to work with the organisers to promote their award(s). This obligation is separate from attendance at an awards ceremony if one is held.
For any questions, please contact: jenna.maybery@clearviewpublishing.com